Social Security Retirement Benefits Rules and Claiming Strategies -- One Size Fits One (Audio Product).

    Social Security Retirement Benefits Rules and Claiming Strategies -- One Size Fits One (Audio Product).
    CLE 90 min

    Social Security Retirement Benefits Rules and Claiming Strategies -- One Size Fits One (Audio Product).

    Social Security is an important source of retirement income for many Americans. The rules and claiming strategies are not well understood, leading many individuals to decide how and when to claim their Social Security retirement benefits without fully exploring their options and the financial impact. The Bipartisan Budget Act of 2015 significantly restricted options for many people. 
     
    Our speakers will discuss:
    • How Social Security retirement benefits are determined; 
    • Benefits for spouses, dependent children and dependent parents; 
    • Survivors' benefits; 
    • The "file and suspend" and "file and restrict" claiming strategies, who may take advantage of them, and deadlines; and
    • Planning for different client profiles.
    $175
    NON-MEMBERS
    $150
    MEMBERS
    $95
    SECTION MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    Social Security Retirement Benefits Rules and Claiming Strategies -- One Size Fits One (Audio Product).

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430883AUD

    Related On-Demand CLE

    Related Events